Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,870 institutions that hold shares in the stock, with a total of 485 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,661
shares
|
$458,357
0.01% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
3,635
shares
|
$455,102
0.13% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,614
shares
|
$452,472
0.0% of portfolio
|
Q4 2022
Added 6.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,614
shares
|
$452,472
0.53% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,607
shares
|
$451,596
0.04% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
3,599
shares
|
$450,594
0.1% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
3,592
shares
|
$449,718
0.06% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
3,585
shares
|
$448,842
0.31% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,583
shares
|
$448,591
0.09% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,581
shares
|
$448,341
0.04% of portfolio
|
Q4 2022
Added 1.16%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
3,575
shares
|
$447,590
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,564
shares
|
$446,212
0.02% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
3,551
shares
|
$444,585
0.01% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,550
shares
|
$444,460
0.06% of portfolio
|
Q2 2024
Added 106.4%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$444,209
0.06% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,523
shares
|
$441,079
0.01% of portfolio
|
Q4 2022
Reduced 99.06%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
3,503
shares
|
$438,575
0.46% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,500
shares
|
$438,200
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,497
shares
|
$437,824
0.02% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,492
shares
|
$437,198
0.03% of portfolio
|
Q3 2024
Reduced 89.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,471
shares
|
$434,569
0.01% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,450
shares
|
$431,940
0.05% of portfolio
|
Q2 2023
Reduced 3.09%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,450
shares
|
$431,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
3,446
shares
|
$431,439
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
Added 17.97%
|